KIA

KCM Investment Advisors Portfolio holdings

AUM $3.11B
1-Year Est. Return 18.14%
This Quarter Est. Return
1 Year Est. Return
+18.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$1.64M
3
+$1.54M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.53M
5
PG icon
Procter & Gamble
PG
+$1.41M

Top Sells

1
+$2.48M
2
+$2.44M
3
+$2.32M
4
BCS.PRD.CL
Barclays Bank Plc
BCS.PRD.CL
+$1.51M
5
UNH icon
UnitedHealth
UNH
+$1.27M

Sector Composition

1 Healthcare 11%
2 Energy 9.42%
3 Consumer Staples 8.8%
4 Industrials 6.94%
5 Technology 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.25M 0.12%
28,752
+17,603
202
$1.24M 0.12%
46,922
-2,400
203
$1.24M 0.12%
7,355
+261
204
$1.23M 0.12%
53,379
+3,255
205
$1.21M 0.11%
36,690
206
$1.21M 0.11%
43,876
+591
207
$1.2M 0.11%
26,431
208
$1.2M 0.11%
11,905
+1,463
209
$1.18M 0.11%
14,946
-140
210
$1.14M 0.11%
+44,449
211
$1.13M 0.11%
32,145
+3,245
212
$1.1M 0.1%
44,001
+7,785
213
$1.09M 0.1%
42,641
-3,100
214
$1.09M 0.1%
23,072
+522
215
$1.06M 0.1%
25,923
+3,498
216
$1.06M 0.1%
40,737
+10,097
217
$1.04M 0.1%
40,714
+161
218
$1.04M 0.1%
25,036
+170
219
$1.02M 0.1%
14,788
-61
220
$1.01M 0.09%
10,161
-97
221
$1.01M 0.09%
38,824
+1,500
222
$959K 0.09%
16,608
+590
223
$947K 0.09%
36,495
+1,485
224
$946K 0.09%
29,275
+13,150
225
$931K 0.09%
34,113
+955
7 8
9
10 11